Southern Company shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 52k | 71.73 |
| 2023-12-31 | $2.4M | 34k | 70.11 |
| 2023-09-30 | $1.7M | 26k | 64.72 |
| 2023-06-30 | $1.8M | 25k | 70.26 |
| 2023-03-31 | $1.5M | 22k | 69.58 |
| 2022-12-31 | $784k | 11k | 71.37 |
| 2022-09-30 | $876k | 13k | 67.94 |
| 2022-06-30 | $769k | 11k | 71.34 |
| 2022-03-31 | $648k | 9.0k | 71.78 |
| 2021-12-31 | $572k | 8.5k | 67.18 |
| 2021-09-30 | $532k | 8.6k | 61.97 |
| 2021-06-30 | $516k | 8.5k | 60.86 |
| 2021-03-31 | $508k | 8.2k | 62.14 |
| 2020-12-31 | $542k | 8.8k | 61.40 |
| 2020-09-30 | $483k | 8.9k | 54.31 |
| 2020-06-30 | $349k | 6.7k | 51.87 |
| 2020-03-31 | $335k | 6.2k | 54.08 |
| 2019-12-31 | $494k | 7.8k | 63.60 |
| 2019-09-30 | $465k | 7.5k | 61.81 |
| 2019-06-30 | $225k | 4.1k | 55.23 |
More positions owned by Great Valley Advisor Group
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